How to share Collections with Affiliate Orgs

An affiliate organization is a separate XOi organization that your XOi organization can share Knowledge base content and workflows with.

To learn how to share a Knowledge Base Collection follow the steps below:

1. Navigate to the Knowledge Base tab, and select Collections.

2. If you are sharing an existing collection select the edit button.

If you are going to share a new collection select + Create Collection. 

3. Under Affiliate Organizations place the organizations you want to share the collection with. 

4. Select Save. 

This collection will now be available to your affiliate organization to use. Please note they can not control the content in the collection. They will be able to share with groups of their choosing in their organization. 

Additional Information

• The other organization must be listed as an affiliate within your organization settings prior to being able to share with them. Contact your Customer Success Manager to affiliate an organization with your organization.